SWPPX,SCHW: Total Return Chart (with Dividends Reinvested)

Tue 1997-05-20? to Thu 2026-01-08	YTD Return	TR Price
SWPPX ×	+1.14% 2026-01-08	14.62 TR 2026-01-08
Schwab S&P 500 Index Fund Mutual Fund
SCHW ×	+1.43% 2026-01-08	416.69 TR 2026-01-08
Charles Schwab Corp NYSE Common Stock

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Returns

Tue 1997-05-20? to Thu 2026-01-08	Overall Return	Exponential Trendline
SWPPX ×	+1,361.53% +9.82%/yr	+8.43%/yr (R2=0.880)
Schwab S&P 500 Index Fund Mutual Fund
SCHW ×	+2,488.24% +12.03%/yr	+8.56%/yr (R2=0.742)
Charles Schwab Corp NYSE Common Stock

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Growth of $10,000

Tue 1997-05-20? to Thu 2026-01-08	Start Value	End Value
SWPPX ×	$10,000.00 1997-05-20	$146,152.58 2026-01-08
Schwab S&P 500 Index Fund Mutual Fund
SCHW ×	$10,000.00 1997-05-20	$258,824.13 2026-01-08
Charles Schwab Corp NYSE Common Stock

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Annual Returns

Year	SWPPX	SCHW
2026 (YTD)	+1.14%	+1.43%
2025	+17.87%	+36.65%
2024	+24.97%	+9.17%
2023	+26.26%	−15.97%
2022	−18.14%	+0.11%
2021	+28.67%	+60.23%
2020	+18.38%	+13.57%
2019	+31.46%	+16.38%
2018	−4.47%	−18.43%
2017	+21.81%	+31.15%
2016	+11.82%	+21.01%
2015	+1.31%	+9.92%
2014	+13.55%	+17.18%
2013	+32.27%	+83.30%
2012	+15.89%	+29.88%
2011	+2.02%	−33.13%
2010	+14.98%	−7.77%
2009	+26.26%	+18.07%
2008	−36.70%	−36.02%
2007	+5.46%	+39.94%
2006	+15.68%	+32.90%
2005	+4.78%	+23.56%
2004	+10.70%	+1.77%
2003	+28.47%	+9.66%
2002	−22.18%	−29.55%
2001	−12.04%	−45.35%
2000	−9.19%	+11.41%
1999	+30.72%	+36.35%
1998	+28.25%	+101.79%
1997	+16.32%	+97.54%
1996	—	+60.20%
1995	—	+74.42%
1994	—	+8.76%
1993	—	+87.33%
1992	—	−13.22%
1991	—	+303.93%
1990	—	−17.24%
1989	—	+106.93%
1988	—	+12.56%
1987	—	−63.65%

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Drawdowns

Tue 1997-05-20? to Thu 2026-01-08	Current Drawdown	Worst Drawdown
SWPPX ×	−100.00%	−100.00% 1997-07-07
Schwab S&P 500 Index Fund Mutual Fund
SCHW ×	−2.31%	−86.79% 2003-03-11
Charles Schwab Corp NYSE Common Stock